Frazier Financial Advisors’s NV5 Global NVEE Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-28
| Closed | -$540 | – | 651 |
|
|
2025
Q1 | $540 | Hold |
28
| – | – | ﹤0.01% | 535 |
|
|
2024
Q4 | $528 | Hold |
28
| – | – | ﹤0.01% | 567 |
|
|
2024
Q3 | $655 | Hold |
28
| – | – | ﹤0.01% | 768 |
|
|
2024
Q2 | $651 | Hold |
28
| – | – | ﹤0.01% | 885 |
|
|
2024
Q1 | $687 | Buy |
+28
| New | +$687 | ﹤0.01% | 825 |
|